You can access and use special actions
for reviewers on the My Responsibilities page.
The Force Submit
and Unapprove options are two special actions that reviewers can use
when working with forecasts.
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Select from the menu.
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Select the My Reviewees tab.
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Select a situation and follow the corresponding steps.
| Situation |
Steps |
|---|
| Forcing a Forecast Submission |
There can be times when you, as a reviewer, must submit a forecast on
behalf of an end user or another reviewer in your review chain. This action keeps
the forecasting process moving if an end user forgets to submit a forecast or is out
of the office for a period.
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Verify that you are viewing either the Pending
or In Progress organization sections.
The Pending section allows you to
Force Submit an organization's forecast on behalf of a
user below your direct reviewee.
The In Progress section allows you
to Force Submit an organization's forecast on behalf of
your direct reviewee.
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Select Force Submit to submit the forecast for
review.
The forecast appears as Submitted in the
Status column in the Submitted section.
|
| Unapproving a Forecast |
After you approve a forecast as a reviewer, you can also unapprove the
forecast. This action pushes the forecast down to the original submitter and makes
the forecast non-editable for you. This action is like the
Reject action but occurs after the forecast was
approved.
- Verify you are viewing the Approved organization section.
-
Select Unapprove to send a forecast back to the end
user.
The forecast appears as In Progress in the
Status column in the In Progress section.
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